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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,292 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,323 | $56,197+308.1% | $67,652+239.0% | $59,633+284.6% |
| Participation rate | 97.3% | 71.5%+25.9pp | 75.7%+21.7pp | 68.7%+28.7pp |
| Annual return | 1.67% | 18508.10%-18506.4pp | 6625.40%-6623.7pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $3,191 | $1,615+97.6% | $2,266+40.8% | $2,203+44.9% |
| Participant deferral / active EE | $7,361 | $2,844+158.9% | $3,560+106.8% | $3,192+130.6% |
| Admin fee / account holder | $62 | $3,958-98.4% | $4,821-98.7% | $4,297-98.6% |